We are live on ! Find out more
SMB icon

VanEck Short Muni ETF
SMB

92 hedge funds and large institutions have $189M invested in VanEck Short Muni ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.79% more ownership

Funds ownership: 73.57% → 76.36% (+2.8%)

2% less capital invested

Capital invested by funds: $192M → $189M (-$3.24M)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

3% less funds holding

Funds holding: 95 → 92 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$13.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.86M
3
PCG
Prosperity Consulting Group
Maryland
+$4.03M
4
AF
Allworth Financial
California
+$2.29M
5
DL
DOHJ LLC
Washington
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$5.83M
2
Morgan Stanley
Morgan Stanley
New York
-$5.69M
3
Ameriprise
Ameriprise
Minnesota
-$4.98M
4
FTUS
Flow Traders U.S.
New York
-$2.28M
5
Bank of America
Bank of America
North Carolina
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
51
MassMutual Private Wealth & Trust
Connecticut
$434K -$35.1K -2,058 -7%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$411K -$85.5K -5,018 -17%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$407K +$1.16K +68 +0.3%
PI
54
PFG Investments
New York
$373K +$22.9K +1,345 +7%
CAN
55
Cetera Advisor Networks
California
$359K -$3.1K -182 -0.9%
Comerica Bank
56
Comerica Bank
Texas
$343K +$25.6K +1,504 +8%
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$307K -$415K -24,346 -57%
MMA
58
Miracle Mile Advisors
California
$275K +$276K +16,170 New
RJT
59
Raymond James Trust
Florida
$274K +$61.9K +3,632 +29%
AWM
60
Axxcess Wealth Management
California
$259K – – –
WIA
61
World Investment Advisors
California
$258K +$8K +469 +3%
CAAS
62
Capital Asset Advisory Services
Michigan
$257K – – –
CTWM
63
Cherry Tree Wealth Management
Minnesota
$250K -$49.9K -2,930 -17%
TAM
64
Titleist Asset Management
Texas
$247K – – –
EWM
65
Evermay Wealth Management
Virginia
$244K – – –
WCM
66
WealthBridge Capital Management
Ohio
$242K +$273 +16 +0.1%
BFO
67
Boston Family Office
Massachusetts
$237K -$20K -1,171 -8%
WP
68
WealthShield Partners
North Carolina
$223K -$84.6K -4,962 -27%
HighTower Advisors
69
HighTower Advisors
Illinois
$208K -$7.74K -454 -4%
OFS
70
OneAscent Financial Services
Alabama
$190K +$597 +35 +0.3%
SFC
71
Strategic Financial Concepts
Texas
$188K +$665 +39 +0.4%
BFG
72
Berger Financial Group
Minnesota
$188K +$188K +11,048 New
FM
73
Foster & Motley
Ohio
$181K -$2.54K -149 -1%
NGA
74
Naples Global Advisors
Florida
$180K – – –
Jones Financial Companies
75
Jones Financial Companies
Missouri
$168K +$597 +35 +0.4%
1 2
3
4 5

SMB Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Short Muni ETF (SMB) for Q1 2024, worth a combined $189M — down 1.7% from $192M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SMB and 8 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 29 added.

The largest buyer was Jane Street, adding an estimated $13.8M. The largest seller was Cerity Partners, cutting an estimated $5.83M.

  • 92 institutional investors held VanEck Short Muni ETF (SMB) as of Q1 2024, down from 95 in Q4 2023.
  • Funds reported $189M of VanEck Short Muni ETF stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 8 funds opened new VanEck Short Muni ETF positions in Q1 2024 and 9 closed out, a net change of -1 holder.
  • The largest VanEck Short Muni ETF buyer in Q1 2024 was Jane Street, an estimated $13.8M added.
  • The largest VanEck Short Muni ETF seller in Q1 2024 was Cerity Partners, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2024.